SWM
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Sherman Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Sherman Wealth Management’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.12M Buy
37,758
+582
+2% +$46.2K 2.35% 9
2026
Q1 		$2.53M Buy
37,176
+1,332
+4% +$96.3K 2.17% 12
2025
Q4 		$2.66M Buy
+35,844
New +$2.64M 2.31% 11

Other funds holding VOOG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Sherman Wealth Management's VOOG Position: Q2 2026 in Review

Sherman Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.6% in Q2 2026, buying an estimated $46.2K and bringing the position to 37,758 shares worth $3.12M. The position accounts for 2.35% of the portfolio, ranked #9.

Sherman Wealth Management first reported a position in VOOG in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Sherman Wealth Management held 37,758 shares of Vanguard S&P 500 Growth ETF worth $3.12M as of Q2 2026.
  • Sherman Wealth Management bought 582 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $46.2K.
  • Vanguard S&P 500 Growth ETF made up 2.35% of Sherman Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Sherman Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.